About J.P.
Morgan Private Bank J.P.
Morgan Private Bank is a global leader in wealth management, providing top-tier advice, services, capabilities, and products to ultra-high net worth individuals and families across 36 countries.
Our Private Bank offers highly customized solutions to address the complexities of substantial wealth, leveraging our expertise in discretionary investment management, brokerage, tax and estate planning, credit, capital raising, and specialty wealth advisory services.
We also integrate the commercial and investment banking capabilities of the firm to deliver comprehensive solutions. Role Overview : As a Trade Coordinator within the Portfolio Management Group, you will help in advancing trade ideas from our CIO / PM partners.
You will manage trades through their entire lifecycle, including evaluating hypothetical scenarios, applying trades to customized products, planning trades, communicating with stakeholders, and conducting post-trade analysis.
You will navigate the complexities of liquidity, capacity, trade sizing, and customization while ensuring compliance with fair allocation and best execution policies. Job Responsibilities :
- Conduct detailed analysis to size trades and assess platform capacity and client impact
- Create and syndicate a trade plan that factors in liquidity and adheres to allocation policy
- Present trades to broader Global Portfolio Management team articulating nuances for consideration
- Daily communication throughout trade with internal and external partners to keep apprised of changes and progress
- Measure results versus expectation post-trade and ensure all aspects of trade appropriately documented
- Drive innovative solutions to increase efficiency of trade coordination team as well as broader team
- Partner on strategic initiatives across the broader organization and work with technology partners to improve processes
- Assist in daily oversight of the Six Circles mutual fund complex Required Qualifications, Skills and Capabilities :
- Bachelor's degree in a finance or related discipline
- 3 years work experience in financial services industry with Wealth Management experience
- Demonstrated passion and understanding of investment solutions
- Strong communication skills with track record of building relationships with stakeholders at all levels
- Strong skill level with : Excel, PowerPoint, Python, working with large data sets Preferred Qualifications, Skills and Capabilities :
- CFA or progress toward attaining CFA designation preferred, but not required JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase is an Equal Opportunity Employer, including Disability / Veterans Base Pay / Salary New York,NY $90,000.00 - $160,000.00 / year
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